Hi guys,

There is a very high percentage chance that the ECRL will be restored this April 2019 when Tun Dr Mahathir visits China

And in view of the Important construction of a 600 Kilometer Infrar project stretching from Port Klang in Selangor on the West Coast of Malaysia to Tumpat in Kelantan at the Upper most state of Kelantan on the East Coast... All for the ONE BELT ONE ROAD initiative of China

Calvin has picked these Cream of the Best Stocks in their field

1. PRESTAR (9873) For Guard Rail
2.  MASTEEL (5098) for Long Steel
3.  LAFARGE (3794) for Cement

And these are the reasons why I chose these for Construction Materials. No matter who are chosen to do the contract jobs these 3 are Top companies to buy Guardrail, Long Steel Bars & Cement

1 PRESTAR

Prestar is selling guardrails and sturdy wheel barrows

At 600 Kilometer long there will lots of guardrails needed

As of now one guardrail about 10 feet to 12 feet long is priced at Rm217 per piece.

About 4 meter a piece

600,000/4 x Rm217 = Rm31, 950,000. And for 2 sides = Rm63.9 Millions

Right Now another longer highway is under construction

THE PAN BORNEO HIGHWAY

See

Notice the shining guardrail? They are alloys of steel & nickel

Pan-Borneo Highway

The length of the entire highway is expected to be about 2,083 kilometres (1,294 mi) for the Malaysian section, 168 kilometres (104 mi) for the Bruneian section and 3,073 kilometres (1,909 mi) for the Indonesian section.^[2] The Indonesian sections of the Pan Borneo Highway is known as the Trans-Kalimantan Highway.

Pan Borneo Highway is 2,083 Kilometer (More than 3 Times ECRL)

No wonder Prestar Insiders are buying & buying

DATO' TOH YEW PENG	25-Jan-2019	Acquired	344,000	0.575
MR TOH YEW KEAT	25-Jan-2019	Acquired	344,000	0.575
DATO' TOH YEW PENG	24-Jan-2019	Acquired	280,600	0.572
MR TOH YEW KEAT	24-Jan-2019	Acquired	280,600	0.572
DATO' TOH YEW PENG	08-Jan-2019	Acquired	8,000	0.540
MR TOH YEW KEAT	08-Jan-2019	Acquired	8,000	0.540
DATO' TOH YEW PENG	07-Jan-2019	Acquired	64,300	0.548
MR TOH YEW KEAT	07-Jan-2019	Acquired	64,300	0.548
DATO' TOH YEW PENG	04-Jan-2019	Acquired	2,000	0.520
MR TOH YEW KEAT	04-Jan-2019	Acquired	2,000	0.520
DATO' TOH YEW PENG	03-Jan-2019	Acquired	2,000	0.505
MR TOH YEW KEAT	03-Jan-2019	Acquired	2,000	0.505

2 MASTEEL - THE MASTER OF LONG STEEL

Long steel is needed to build Bridges & retaining walls all along the highways

Since Masteel is a pure Long Steel Players it will benefit Most from Highways, MRT, LRT & in 2 more years the High Speed Rail

So ECRL will spur lots of demand

Since the ECRL ends near Kapar, Port Klang MASTEEL Has A Strategic Advantage over others like LionInd, SSteel & Annjoo

Company Profile

Malaysia Steel Works (KL) Bhd factories are located strategically at Petaling Jaya and Bukit Raja, Klang in the state of Selangor Darul Ehsan, Malaysia.

The Bukit Raja factory produces steel bars and steel billets which are the feed stock for its rolling mills in Petaling Jaya and Bukit Raja. Both the manufacturing plants are equipped with modern equipment and are fully computerised to produce precision quality products from both the mills.

The principal activities of Masteel is in the manufacturing and marketing of high tensile steel bars, mild steel bars and prime steel billets. Masteel has a wide network of customers domestically as well as internationally.

The finished products manufactured by Masteel conforms to those required by SIRIM (MS 146:2014), ACRS (Australia) as well as the ISO 9001 standards.

BEING NEAR IS IMPORTANT FOR COST & TIME SAVING

Now don't be silly and go buy flat steel or Pm Metal which is doing aluminium

MASTEEL - THE TOP PICK FOR ECRL STEEL

INSIDERS ALSO BOUGHT MASTEEL  SHARES & AT VERY HIGH PRICES STILL HOLDING

DATO' SRI TAI HEAN LENG @ TEK HEAN LENG	14-Feb-2018	Others	32,723,154	-
DATO' SRI TAI HEAN LENG @ TEK HEAN LENG	17-Jan-2018	Acquired	2,000,000	1.512
DATO' SRI TAI HEAN LENG @ TEK HEAN LENG	28-Sep-2017	Others	16,028,243	-
DATO' SRI DATO SRI TAI HEAN LENG @ TEK HEAN LENG	10-Jul-2017	Acquired	4,865,000	0.960
TAI HEAN LENG @ TEK HEAN LENG	03-Apr-2015	Others	2,000,000	0.670
TAI HEAN LENG @ TEK HEAN LENG	03-Apr-2015	Others	2,000,000	0.670

AND EVEN AFTER BONUS ISSUES THEIR COST OF PURCHASE STILL QUITE HIGH

3 LAFARGE CEMENT

When PM Badawi implemented 9 MP I bought Lafarge at 66 sen & Tasek at Rm2.90

Then I think there was a capital exercise where Lafarge went from 10 to 3 share consolidation. So lafarge at year 2006 price of 66 sen is actually now around Rm2.00

Lafarge gone up over Rm10.00 in its cyclical up. Now fallen due to cancellation of so many projects

BUT THIS SINGLE CONTRACT REVIVAL of 600 Kilometer Rail Link Road will spur demand for Lafarge Cement

Like Prestar -- Lafarge also got a Cement Manufacting Plant in Rawang (only 6 km to Serendah) to which ECRL will pass

SO LAFARGE HAS THE BEST LOCATION FOR CEMENT

THE IMPORTANCE OF A CEMENT PLANT (LOCATION) FOR INFRASTRUCTURE WORKS

You heard of steel dumping from China. But  don't hear about Cement dumping from China? Why?

The answer is - Cement cannot last long - only 2 months or 3 months before hardening. If Cement is exposed to water or sea water it will quickly harden & be of no use.

So Cement is a fragile commodity. Especially for the Cement Aggregate carried by CEMENT MIXER TRUCK

Once the fresh batch of cement leaves a Cement Plant - IT MUST REACH ITS DESTINATION WITHIN ONE SHORT HOUR

AND UNLOAD ITS CONTENT

OR ELSE DUE TO QUALITY CONTROL IT WILL BE REJECTED

LAFARGE BY VIRTUE OF ITS CEMENT PLANT LOCATION IN RAWANG IS ONLY 6 KM FROM SERENDAH - TO WHICH THE ECRL WILL PASS

Tasek Cement, unfortunately, has its cement plant in  Perak. So it is less ideal.

And all along the length of the highways at certain spots they will build Cement Batching Plants

No wonder it went limit up yesterday. And will go up some more when ECRL is signed

Lafarge share holders are also starting to buy

FIL LIMITED	05-Mar-2019	Acquired	6,800	0.000
FIL LIMITED	04-Mar-2019	Acquired	39,900	0.000
FIL LIMITED	01-Mar-2019	Acquired	107,800	0.000
FIL LIMITED	28-Feb-2019	Acquired	85,900	0.000
FIL LIMITED	27-Feb-2019	Acquired	745,200	0.000

BEST REGARDS

Calvin Tan

Please do your utmost diligence before buying or selling

STOP PRESS!!

VERY GOOD NEWS 

KUALA LUMPUR: Petroliam Nasional Bhd (Petronas) will pay RM54 billion in dividend to the government this year, including a special dividend of RM30 billion. 

Petronas president and group chief executive officer Tan Sri Wan Zulkiflee Wan Ariffin said the group, which announced a revenue jump of 12 per cent to RM251.0 billion, had been paying the dividend in tranches since January. 

“The group will be paying RM54 billion dividend in total (for 2019) comprising RM30 billion in special dividend and RM24 billion in normal dividend. 

“We were confident of delivering this dividend before we declared this number,” he said at a media briefing on Petronas’ 2018 financial results here today. 

In November last year, Petronas announced that it would be paying an additional RM30 billion in a special dividend in the 2019 Budget to help the government settle refunds of RM37 billion in goods and services tax and income tax. 

Petronas, in a statement, said the special dividend payment would not impede its operations. 

Earlier, Finance Minister Lim Guan Eng said the government expected to receive RM261.8 billion in revenue next year, including a one-off special dividend of RM30 billion from Petronas. 

The special dividend, he said, would be used towards repaying the GST and income tax refunds of RM37 billion. 

Petronas announced a 12 per cent increase in revenue to RM251.0 billion from RM223.6 billion recorded in 2017, driven by higher average realised prices for all key products. 

Petronas’ net profit rose 22 per cent to RM55.3 billion from RM45.5 billion in 2017, on the back of higher revenue and supported by net write-back of impairment of assets. 

SEE THESE WORDS 

(((In November last year, Petronas announced that it would be paying an additional RM30 billion in a special dividend in the 2019 Budget to help the government settle refunds of RM37 billion in goods and services tax and income tax.))) 

1) Good News No. 1 

PETRONAS HAS INCREASED REVENUE TO HELP MALAYSIAN GOVT 

That is why 5 OGSE are selling higher revenue due to increased activity 

Both Penergy & Dayang have surging revenue & profits 



2) Good News No. 2 

With Increased Revenues PH Govt is ready to RESTART ECRL which is very good for T7 Global & Azrb 


3) Good news No. 3 

(((help the government settle refunds of RM37 billion in goods and services tax and income tax.))) 

These will result in Payment to companies which Govt owed goods & services tax refund of Rm37 billions which inject liquidity to companies hard pressed in their cash flow.

Calvin has picked these ones on Chun Chun Timing

PRESTAR, MASTEEL & LAFARGE 

are companies which Govt owed goods & services tax refund